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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,993 | $91,559-44.3% | $133,971-61.9% | $79,852-36.1% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 14.53% | 61.85%-47.3pp | 45.09%-30.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,774 | $2,384-25.6% | $3,919-54.7% | $2,471-28.2% |
| Participant deferral / active EE | $3,215 | $3,734-13.9% | $5,047-36.3% | $3,740-14.1% |
| Admin fee / account holder | $2,438 | $6,321-61.4% | $8,929-72.7% | $5,306-54.1% |